只有在你不乎别人怎么看你看的公司时，哪怕那个人叫巴菲特，那你大概开始知道自己在干嘛了。

Only when you don't care how others view the companies you like, even if that person is Buffett, then you probably start to know what you're doing.

知道自己不知道什么，比聪明更有用。

Knowing what you don't know is more useful than being brilliant.

用闲聊法来了解一家公司——和竞争对手、供应商、客户、前员工聊天。

第二层思维是区分普通投资者和优秀投资者的关键。

Second-level thinking is the key to distinguishing ordinary investors from excellent ones.